About job templates

You can use templates to prepare job details ahead of time, and make it faster to create new jobs from the NowGo dispatch screen. Job templates are available for all users within your organisation.

You can create a job template with any amount of information that you require to create a new job. For example, you can create a job template for a customer you deliver to regularly, including contact name, address, and special instructions. Or you can create a job template with more general pre-filled fields, such as stop action type and priority. Any information you enter is stored in the template, and used to pre-fill the fields when you create a new job from the template.

You can create a new job from a template from the Add job screen on the dashboard. Click Add job and search for a template, or select one of your pinned templates.

You can create new job templates by uploading a CSV file. For more information about how to create a job template with a CSV, see the job template CSV uploads article.

You can edit existing templates from Settings → Templates → Job template. For more information about editing existing job templates, see the editing job templates article.

To find a job template, you can search for it. You can access the job template search from Settings → Templates → Job templates, or when you create a new job with Add → Add Job on the dashboard.

When you type a search term, it matches against:

Search also returns both exact and partial matches. Search results are ordered based on relevance, with exact matches scoring more highly and partial matches scoring lower.